Hertz第三季度营收增约6%至26亿美元：调整后EBITDA增15%至2.33亿美元，创三年最佳
总部位于美国佛罗里达州 Estero 的租车公司 Hertz Global Holdings, Inc.（纳斯达克代码 HTZ）2026年11月5日公布2026年第三季度（截至9月30日）业绩：营收26.17亿美元，同比增长约6%，为公司三年来最佳季度营收；调整后公司 EBITDA 为2.33亿美元，同比增长15%，同样创下三年最佳。
按美国通用会计准则，季度净利润为1.16亿美元，低于上年同期的1.84亿美元，摊薄每股收益0.20美元；调整后净利润为6,700万美元、调整后摊薄每股收益0.14美元。每单位月收入（RPU）增至1,639美元、每日收入（RPD）增至64.06美元，均增长约5%，为连续第三个季度环比改善；其中美国核心业务每日收入增长约8%，国际业务则相对疲软。
分地区看，美洲租车部门收入20.45亿美元、增长7%，调整后 EBITDA 1.88亿美元、增长23%；国际租车部门收入5.72亿美元、增长1%，调整后 EBITDA 9,400万美元、下降9%。季度末公司流动性约9.46亿美元。
车队方面，每单位每月净折旧为285美元，符合公司预期；美国核心车队平均车龄仅9个月，是12年来最年轻的车队。公司旗下移动出行平台 Oro Mobility 近期获得一组投资者8,000万美元战略股权投资，将作为独立增长平台运营，其司机车队累计行驶里程已超过1,000万英里，首个自动驾驶合作项目已在旧金山湾区启动。
首席执行官 Gil West 表示，公司取得了三年来最佳的季度营收与调整后 EBITDA 表现，靠的是持续的收入增长与在运力基本持平下的利润率提升，美国核心租车业务的底层进展意义重大。
Hertz Q3 Revenue Rises About 6% to $2.6 Billion as Adjusted EBITDA Climbs 15% to a Three-Year High
Hertz Global Holdings, Inc. (NASDAQ: HTZ), based in Estero, Florida, reported results for the third quarter of 2026, ended September 30, on November 5, 2026. Revenue totaled $2.617 billion, up approximately 6% year over year and the company's best quarterly revenue performance in three years. Adjusted Corporate EBITDA was $233 million, a 15% year-over-year improvement and also its best quarter in three years.
GAAP net income for the quarter was $116 million, down from $184 million a year earlier, with diluted GAAP EPS of $0.20. Adjusted net income was $67 million and adjusted diluted EPS was $0.14. Revenue per Unit rose about 5% to $1,639 per month and Revenue per Day rose about 5% to $64.06, the third consecutive quarter of sequential improvement in both metrics; RPD in the U.S. core business increased approximately 8%, partly offset by softness in the International segment.
By segment, Americas RAC revenue was $2.045 billion, up 7%, with Adjusted EBITDA of $188 million, up 23%. International RAC revenue was $572 million, up 1%, with Adjusted EBITDA of $94 million, down 9%. Hertz ended the third quarter with approximately $946 million of liquidity.
Fleet economics remained stable, with net depreciation per unit of $285 per month, in line with expectations; at an average age of nine months, Hertz's U.S. core fleet is the youngest it has been in 12 years. The company's mobility platform, Oro Mobility, recently secured an $80 million strategic equity investment from a consortium of investors, establishing it as a standalone growth platform; Oro drivers have completed more than ten million miles to date, and its first autonomous-vehicle partnership is now underway in the San Francisco Bay Area.
Chief Executive Officer Gil West said Hertz delivered its strongest quarterly revenue and Adjusted Corporate EBITDA performance in three years, driven by continued revenue growth and margin expansion on flat capacity, and that the underlying progress in its core U.S. rental business is meaningful.
来源：Hertz Global Holdings
发布：GSM·美国（发布链接）
图片来源：图：Hertz 在机场的租车停车场实景。thejackrustles 摄，CC BY-SA 2.0，经 Wikimedia Commons（Geograph）。 / Photo: A Hertz rental car park at an airport. By thejackrustles, CC BY-SA 2.0, via Wikimedia Commons (Geograph).
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